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270 results for Compliance Officer Financial Services in San Francisco, CA

Space Planner
  • Santa Clara, CA
  • onsite
  • Temporary
  • 36.00 - 39.00 USD / Hourly
  • <p>We are seeking a <strong>Space Planner / Moves Manager</strong> to support a fast-paced facilities team. This role is fully onsite in Santa Clara, CA. This position plays a critical role in overseeing relocations, workplace changes, and space utilization efforts to ensure seamless operations for employees. The role requires strong project management skills, vendor coordination, and the ability to lead moves and change initiatives under tight timelines.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Move & Relocation Project Management</strong></p><ul><li>Manage relocation projects, including scheduling, budgets, and vendor resources.</li><li>Lead RFQs, estimates, and planning for small to large-scale moves.</li><li>Oversee cleaning and preparation before and after moves.</li><li>Audit relocation and reconfiguration work after-hours to ensure readiness for client use.</li><li>Serve as the primary point of contact for all move-related communications.</li></ul><p><strong>Communication & Coordination</strong></p><ul><li>Act as liaison between internal teams, external vendors, and stakeholders.</li><li>Attend planning meetings and ensure alignment across all parties.</li><li>Coordinate move logistics while maintaining health and safety compliance.</li></ul><p><strong>Procurement & Vendor Management</strong></p><ul><li>Submit purchase requests and manage purchase orders.</li><li>Track invoices and vendor performance for move-related services.</li></ul><p><strong>Inventory & Furniture Management</strong></p><ul><li>Partner with warehouse staff to maintain accurate furniture inventory.</li><li>Audit onsite assets and ensure utilization accuracy.</li><li>Act as the point of contact for furniture inventory management.</li></ul><p><strong>Team Support & Back-Up Responsibilities</strong></p><ul><li>Provide back-up support for Client MAC Coordinator on daily scheduling and move activities.</li><li>Assist with name tag installations and workstation updates.</li><li>Mentor and coach junior staff while cross-training team members.</li></ul><p><strong>Documentation, Compliance & Auditing</strong></p><ul><li>Ensure compliance with regulatory and company standards.</li><li>Audit workstations and shared spaces for accuracy, repair, and functionality.</li><li>Troubleshoot and resolve operational issues as needed.</li></ul>
  • 2025-09-03T14:54:05Z
Tax Director/Manager - Corporate
  • Oakland, CA
  • onsite
  • Permanent
  • 200000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
  • 2025-08-27T15:08:59Z
Senior Payroll Manager - Family Office
  • San Francisco, CA
  • remote
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • <p><strong>Senior Payroll Manager - Family Office </strong></p><p>&#128205; San Francisco, Financial District | Hybrid (3 days in-office)</p><p>&#128188; $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p><strong>Jennifer Fukumae </strong>is partnering with a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul><p> </p>
  • 2025-09-04T14:44:06Z
Tax Manager - Public
  • Larkspur, CA
  • onsite
  • Permanent
  • 150000.00 - 160000.00 USD / Yearly
  • <p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>
  • 2025-08-14T16:53:55Z
Senior Payroll Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • <p><strong>Senior Payroll Manager for Family Office </strong></p><p>&#128205; San Francisco, Financial District | Hybrid (3 days in-office)</p><p>&#128188; $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p>Join a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Interested in learning more?</strong></p><p>Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p> </p><p><strong>Responsibilities Include: </strong></p><p><strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
  • 2025-08-30T01:38:46Z
Controller
  • Oakland, CA
  • onsite
  • Permanent
  • 175000.00 - 200000.00 USD / Yearly
  • <p>We are looking for a highly experienced Controller to lead and oversee the financial operations of our organization in Oakland, California. This role is pivotal in ensuring the integrity of financial reporting, maintaining compliance with relevant regulations, and providing strategic financial insights to support business growth. The ideal candidate will bring a wealth of expertise in accounting practices and leadership within service-oriented environments.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee daily accounting activities, including general ledger, A/P, A/R, payroll, and bank reconciliations.</li><li>Ensure accounting records align with company policies and regulatory standards.</li><li>Manage monthly and annual financial close processes, ensuring accuracy and timely reconciliations.</li><li>Establish and maintain internal controls to protect assets and ensure reliable financial reporting.</li><li>Monitor compliance with tax laws and regulatory requirements; supervise preparation of filings and documentation.</li><li>Enforce adherence to corporate governance and internal financial policies.</li><li>Manage company cash flow to maintain liquidity for operations and investments.</li><li>Deliver financial analysis and recommendations to support strategic planning and business growth.</li><li>Perform additional tasks as assigned by Managing Partners.</li></ul>
  • 2025-09-12T18:14:04Z
Tax Sr. - Corporate
  • Menlo Park, CA
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR CORPORATE TAX ACCOUNTANT</strong></p><p><strong>115K-130K+BONUS+AMAZING BENEFITS</strong></p><p><br></p><p>Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits.</p><p><br></p><p><u>About the Position</u></p><p>Senior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.</p><p><u>Responsibilities</u></p><p>-Proactively works with the tax advisor and team to prepare tax planning and strategy.</p><p>-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.</p><p>-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.</p><p>-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.</p><p>-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.</p><p>-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.</p><p>-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.</p><p>-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.</p><p><br></p>
  • 2025-08-28T19:34:05Z
Senior Cost Accountant
  • Oakland, CA
  • remote
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p><strong>Position Summary</strong>:</p><p>We are seeking a detail-oriented and proactive <strong>Cost Accountant</strong> to join our dynamic team at a growing public life sciences company. In this role, you’ll oversee all aspects of cost accounting for our organization and serve as a critical bridge between finance and operations. This position will work closely with manufacturing and supply chain partners as well as key internal stakeholders to ensure financial excellence and operational efficiency. You’ll focus on understanding production costs, identifying optimization opportunities, and driving savings while maintaining the product quality required for FDA regulatory compliance.</p><p><br></p><p>This is a hands-on role in an organization where manufacturing is entirely outsourced, requiring strong analytical and operational insight to ensure that product costs remain competitive without compromising quality.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><p> </p><p><strong>Cost Accounting:</strong></p><ul><li>Develop and maintain robust cost accounting systems and procedures to accurately track and analyze the total cost of production, including materials, labor, and overhead allocations.</li><li>Perform routine cost variance analysis, investigating deviations between standard and actual costs.</li><li>Prepare detailed cost analysis reports to guide data-driven decision-making with respect to pricing, budgeting, forecasting, and inventory control.</li><li>Collaborate with the accounting team to ensure accurate month-end and year-end close processes, especially relating to inventory and cost of goods sold (COGS).</li></ul><p><strong>Operations Partnership:</strong></p><ul><li>Partner with manufacturing and supply chain teams to understand and analyze end-to-end production costs, including procurement, transportation, and third-party manufacturing costs.</li><li>Actively engage with external contract manufacturers to evaluate standards, identify inefficiencies, and assess opportunities to reduce costs without compromising quality or compliance.</li><li>Monitor the cost impact of design or process changes associated with FDA approval cycles or regulatory requirements.</li></ul><p><strong>Continuous Improvement:</strong></p><ul><li>Evaluate the cost structure of existing product lines to identify cost-reduction opportunities in collaboration with operational and quality teams.</li><li>Implement cost-saving initiatives where feasible, ensuring adherence to regulatory compliance standards and product quality benchmarks.</li><li>Assist in the development of financial models to evaluate the impact of process improvements or introductions of new product lines.</li></ul><p><strong>Compliance and Reporting:</strong></p><ul><li>Ensure compliance with FDA regulations by working cross-functionally to effectively document and understand cost data pertaining to regulated processes and manufacturing outcomes.</li><li>Prepare detailed financial documentation and analysis required for audits or external reporting to investors and regulators.</li></ul>
  • 2025-09-05T15:24:13Z
Manager, Cost Accounting
  • South San Francisco, CA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
  • 2025-09-02T18:18:44Z
Fund Accountant
  • Mountain View, CA
  • remote
  • Temporary
  • 35.00 - 45.00 USD / Hourly
  • <p><strong>About the Role</strong></p><p>We are seeking a highly detail-oriented and organized <strong>Fund Accountant</strong> to join our finance team. This role plays a key part in supporting the daily operations and accounting for investment funds, ensuring compliance, accuracy, and timely reporting. The ideal candidate will have strong technical accounting skills, a passion for the investment industry, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Fund Accounting:</strong></li><li>Process and record transactions for multiple investment funds, including trades, capital calls, distributions, and other fund activity.</li><li>Maintain accurate and timely fund general ledgers and prepare journal entries in accordance with GAAP requirements.</li><li><strong>Portfolio Oversight:</strong></li><li>Monitor investment portfolio activity for compliance and ensure proper valuation of investments.</li><li>Assist in reconciling portfolio holdings and verifying monthly performance calculations.</li><li><strong>Financial Reporting:</strong></li><li>Prepare financial reports, including fund balance sheets, income statements, and cash flow summaries for management and investors.</li><li>Assist with quarterly and annual financial statement preparation in compliance with industry standards.</li><li><strong>Investor Transactions:</strong></li><li>Process subscriptions, redemptions, and investor allocations to ensure accuracy and adherence to fund documentation.</li><li>Collaborate with the investor relations team to provide reporting and support for client inquiries.</li><li><strong>Compliance & Audit Support:</strong></li><li>Ensure compliance with regulatory requirements specific to fund accounting and reporting.</li><li>Prepare documentation and assist auditors with reviews, ensuring seamless communication and adherence to audit schedules.</li><li><strong>Process Improvement:</strong></li><li>Identify and propose enhancements to accounting and reporting processes to increase efficiency and accuracy.</li><li>Collaborate with technology teams to optimize accounting systems used to manage fund data.</li></ul><p><br></p>
  • 2025-09-08T16:53:44Z
Senior Corporate Accountant at Leading Investment Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 115000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Corporate Accountant </strong>at a <strong>Leading Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This team is known for its forward-thinking approach and commitment to integrity. The culture is collaborative, growth-oriented, and built on teamwork and excellence. You’ll be part of an award-winning workplace that values both achievement and balance. Perks include competitive pay with annual bonuses, 100% employer-paid medical, dental, and vision for you and your family, generous commuter benefits and more. You’ll also find strong leadership support and opportunities for professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Handle month-end close tasks across AP/AR, expenses, fixed assets, and cash accounts</li><li>Prepare reconciliations and ensure accurate general ledger reporting</li><li>Maintain SOX compliance and document internal controls</li><li>Enforce expense and capitalization policies</li><li>Drive process improvements to strengthen operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-08-29T15:44:24Z
Staff Accountant
  • San Mateo, CA
  • remote
  • Temporary
  • 35.00 - 45.00 USD / Hourly
  • <p><strong>Job Title: Staff Accountant (Hybrid)</strong></p><p>&#128205; <em>Location: San Mateo, CA</em></p><p>&#128338; <em>Job Type: Full-Time | Hybrid (3 days onsite, 2 days remote)</em></p><p><br></p><p><strong>Company Overview</strong></p><p>We are a growing, dynamic company based in San Mateo, CA, looking for a detail-oriented and motivated <strong>Staff Accountant</strong> to join our Accounting & Finance team. This role is ideal for someone who is proactive, thrives in a collaborative environment, and has a passion for maintaining accurate financial records and supporting business operations.</p><p>This is a <strong>hybrid position</strong>, offering a mix of remote flexibility and in-office collaboration in our San Mateo location.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Staff Accountant will support daily accounting operations, maintain general ledger entries, assist with month-end and year-end close, and ensure compliance with internal controls and GAAP standards. This role reports directly to the Accounting Manager and will work closely with other departments such as Accounts Payable, Payroll, and Finance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries for month-end close</li><li>Reconcile bank statements, credit card accounts, and other balance sheet accounts</li><li>Assist in the preparation of financial statements and monthly reporting packages</li><li>Maintain and update general ledger accounts and sub-ledgers</li><li>Perform account analysis and variance explanations</li><li>Support the preparation of schedules for audits and tax filings</li><li>Monitor and reconcile intercompany transactions</li><li>Help ensure compliance with company policies, accounting standards, and internal controls</li><li>Assist with fixed asset accounting, accruals, and prepaids</li><li>Participate in process improvement initiatives within the accounting function</li></ul>
  • 2025-09-08T23:54:32Z
Senior Tax Manager
  • Fremont, CA
  • remote
  • Permanent
  • 160000.00 - 175000.00 USD / Yearly
  • <p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
  • 2025-09-08T21:34:06Z
Litigation Paralegal
  • San Francisco, CA
  • onsite
  • Temporary
  • 30.00 - 45.00 USD / Hourly
  • <p>We are seeking a highly organized and experienced Litigation Paralegal to join our client's dynamic legal team in their San Francisco office. You will play a critical role in case preparation, document management, and trial support.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Manage litigation case files from inception through resolution, including organizing pleadings, discovery materials, and correspondence.</li><li>Draft and proofread legal documents such as subpoenas, interrogatories, deposition summaries, and trial binders.</li><li>Coordinate and manage discovery processes, including document production and review.</li><li>Conduct legal research and summarize findings for attorney review.</li><li>Assist in trial preparation, including witness coordination, exhibit preparation, and courtroom logistics.</li><li>Maintain and update case management systems and ensure compliance with court deadlines.</li><li>Liaise with clients, court personnel, and opposing counsel professionally and efficiently.</li></ul><p><br></p>
  • 2025-08-29T19:04:09Z
Project Manager – Strategic Initiatives (Healthcare)
  • Martinez, CA
  • onsite
  • Contract / Temporary to Hire
  • 66.50 - 77.00 USD / Hourly
  • <p>Our healthcare client is seeking a dynamic Project Manager – Strategic Initiatives to support the CEO and executive leadership team in advancing critical organizational priorities. This role is ideal for someone who thrives in a fast-paced, highly visible environment, working directly with executive leadership while driving meaningful operational improvements across multiple departments. </p><p><br></p><p>Role Overview: Reporting directly to the CEO (with a dotted-line to systemwide leadership), the Project Manager will provide structure, oversight, and execution support for strategic initiatives that strengthen compliance, streamline operations, and enhance member and provider experiences. Unlike traditional departmental management, this role focuses on special projects and cross-functional coordination, requiring a hands-on approach to both planning and execution. </p><p> </p><p>Key Responsibilities: Partner closely with the CEO to scope, plan, and execute high-impact initiatives. Assess current state processes and develop actionable project plans to ensure forward progress. Collaborate with diverse groups including IT, Quality, Medical Directors, Claims & Processing, and Utilization Management. Support governance activities with the executive leadership team and external oversight bodies. Stand up and coordinate new steering committees for emerging initiatives. Develop project tracking and reporting tools, leveraging systems such as Jira, Qlik, and data visualization platforms. Translate business and regulatory requirements into structured reporting, dashboards, and metrics to monitor progress. Ensure consistent project documentation, progress tracking, and alignment with organizational priorities. Focus Areas Regulatory Compliance: Map and standardize workflows, strengthen internal audit tools, and prepare the organization for state and federal oversight. Claims Operations: Redesign workflows to improve timeliness, accuracy, and efficiency while partnering with IT to implement automation and payment integrity solutions. Utilization Management: Standardize UM processes, improve turnaround times, and support Medical Directors in consistent clinical decision-making.</p>
  • 2025-09-05T18:09:20Z
Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 110000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
  • 2025-09-05T15:24:13Z
Controller – Venture Capital Investment Firm
  • Menlo Park, CA
  • remote
  • Permanent
  • 170000.00 - 200000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a private investment firm specializing in venture capital. The team partners with innovative companies across high-growth sectors, backing visionary entrepreneurs and scalable business models. Beyond providing capital, the firm brings strategic support to help portfolio companies accelerate growth and achieve long-term success.</p><p><br></p><p>&#128233; <em>For fastest consideration, please message Jennifer Fukumae on LinkedIn.</em></p><p><br></p><p><strong>This is a fully remote position; however, the role will require the first few months onsite in the South Bay for training and onboarding.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead and manage all aspects of financial operations, ensuring accuracy, compliance, and alignment with organizational goals</li><li>Oversee monthly and quarterly close processes, delivering timely and reliable financial reporting</li><li>Direct and coordinate the outsourced accounting team to ensure seamless day-to-day operations</li><li>Prepare forecasts, reporting packages, and financial insights for executive leadership and external stakeholders</li><li>Establish and monitor key performance indicators to guide business strategy and growth initiatives</li><li>Develop and refine financial models to support planning, analysis, and decision-making</li><li>Partner closely with the Managing Partner on critical initiatives and long-term financial strategy</li><li>Identify, recommend, and implement process improvements to enhance efficiency and strengthen financial controls</li></ul>
  • 2025-09-12T03:48:45Z
Accounting Manager/Supervisor
  • Yountville, CA
  • onsite
  • Permanent
  • 110000.00 - 135000.00 USD / Yearly
  • <p>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
  • 2025-09-10T15:34:06Z
Controller - VC Firm - Mostly Remote
  • Menlo Park, CA
  • remote
  • Permanent
  • 170000.00 - 200000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae </strong>with Robert Half is partnering with a private investment firm specializing in venture capital, the team partners with innovative companies across high-growth sectors. With a focus on backing visionary entrepreneurs and scalable business models, the firm brings both capital and strategic support to help portfolio companies accelerate growth and achieve long-term success. This is a fully remote position, but will require on-site training for 2 months 4-5 days a week in the South Bay. </p><p><br></p><p>Ping <strong>Jennifer Fukumae </strong>on LinkedIn<strong> </strong>if you would like to hear more about this role! </p><p><br></p><p><strong>Job Duties:</strong></p><ul><li>Lead the company’s financial operations, ensuring accuracy, compliance, and alignment with organizational objectives</li><li>Oversee monthly and quarterly close processes, delivering timely and reliable financial results</li><li>Coordinate and manage the work of the outsourced accounting team to maintain smooth day-to-day operations</li><li>Create forecasts, reports, and financial insights for both executive leadership and external partners</li><li>Establish and monitor key performance metrics to guide business strategy and growth</li><li>Build and refine financial models to support planning, analysis, and decision-making</li><li>Collaborate closely with the Managing Partner on critical initiatives and long-term financial strategy</li><li>Identify and implement process enhancements to improve efficiency and strengthen financial practices</li></ul><p><br></p>
  • 2025-09-12T03:28:57Z
Family Law Attorney
  • Oakland, CA
  • onsite
  • Permanent
  • 100000.00 - 180000.00 USD / Yearly
  • <p>We are looking for a dedicated Family Law Attorney to join a boutique law firm based in the East Bay. This role can be onsite, hybrid remote, OR mostly REMOTE. This firm specializes in providing high-quality legal services in family law, handling complex cases with a commitment to excellence and client care. They pride ourselves on maintaining strong relationships within the legal community and fostering a supportive, collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in family law matters, including divorce, custody, and support cases.</p><p>• Conduct thorough legal research and analysis to support case strategies.</p><p>• Draft and review motions, pleadings, agreements, and other legal documents.</p><p>• Provide expert guidance and counsel to clients regarding family law issues.</p><p>• Collaborate with colleagues to develop case strategies and share insights.</p><p>• Build and maintain strong relationships with judges, attorneys, and other legal professionals.</p><p>• Participate in firm-wide activities and contribute to a positive team culture.</p><p>• Ensure compliance with legal standards and regulations in all casework.</p><p>• Manage case files and ensure timely communication with clients.</p><p>• Uphold the firm’s reputation for delivering exceptional legal services.</p>
  • 2025-09-02T17:14:21Z
Sr. Accountant
  • Belmont, CA
  • onsite
  • Permanent
  • 100000.00 - 125000.00 USD / Yearly
  • <p>We are looking for a skilled and detail-oriented Senior Accountant to join our team in San Mateo, California. This role involves managing the financial operations for multiple commercial properties, ensuring accuracy and compliance in financial reporting. The ideal candidate will have a strong background in property accounting (either multi-family OR Commercial) and a commitment to delivering high-quality results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare comprehensive financial statement packages for multiple commercial properties, including estimates and actual calculations.</p><p>• Conduct monthly reviews of financial statements to ensure accuracy and compliance.</p><p>• Record cash receipts and manage lease abstracts, move-outs, and security deposit refunds.</p><p>• Process rent rolls, delinquency reports, and calculate property management fees.</p><p>• Perform bank reconciliations and ensure proper coding and descriptions for accounts payable.</p><p>• Analyze general ledger accounts and post necessary journal entries.</p><p>• Reconcile scheduled rent to actual rent billed and maintain amortization and depreciation schedules.</p><p>• Manage cash flow for each property, maintaining accurate cash records and performing daily cash management tasks.</p><p>• Collaborate with property managers, regional managers, and other accounting team members to ensure smooth operations.</p><p>• Maintain organized property files, including documentation for insurance, property taxes, and mortgages.</p>
  • 2025-09-05T17:54:28Z
Senior Accountant – Real Estate Investments
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half Finance and Accounting is partnering with a privately held real estate investment firm headquartered in San Francisco to hire a <strong>Senior Accountant</strong>.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2010 by a seasoned real estate investor, the firm manages $1B in assets. Capital is sourced from institutional investors, family offices, and ultra-high-net-worth individuals. With a broad investment mandate spanning opportunistic, value-add, debt, and long-term real estate assets, the team is known for tackling complex transactions with speed, creativity, and certainty of execution.</p><p><br></p><p>As Senior Accountant, you will play a key role supporting fund operations, investor reporting, compliance, and financial analysis. Responsibilities include:</p><ul><li>Reviewing monthly property operating reports, budgets, and cash flows.</li><li>Partnering with the fund administrator on quarterly investor reporting, allocations, and waterfall calculations.</li><li>Preparing and analyzing fund- and property-level performance returns; supporting financial modeling and projections.</li><li>Assisting with quarterly valuations and SEC compliance filings.</li><li>Coordinating year-end audits and tax returns with auditors and tax advisors.</li><li>Overseeing capital calls, distributions, and co-investment activity.</li><li>Interfacing with operating partners, investors, and service providers to meet reporting and diligence requests.</li></ul>
  • 2025-09-05T23:34:19Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
  • 2025-08-27T22:14:04Z
Wealth Advisor/Sr. Wealth Advisor (DOE)
  • Mill Valley, CA
  • remote
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p><strong>Wealth Manager / Senior Wealth Manager</strong></p><p>A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of personal fulfillment, empowerment, and community engagement.</p><p>This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready to grow within a collaborative, mission-driven environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Wealth Manager / Sr. Wealth Manager </strong>plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm. Depending on experience, the role may also include leadership responsibilities such as mentoring junior advisors and driving firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.</li><li>Independently manage a book of business and cultivate new client relationships through referrals and networking.</li><li>Provide proactive, high-touch service aligned with the firm’s holistic wealth philosophy.</li></ul><p><strong>Financial Planning & Investment Advisory</strong></p><ul><li>Develop and implement financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Continuously monitor and adjust client portfolios to reflect changing goals and market conditions.</li></ul><p><strong>Business Development</strong></p><ul><li>Source and close new client relationships aligned with the firm’s strategic objectives.</li><li>Engage with centers of influence and participate in community and networking events to drive growth.</li></ul><p><strong>Leadership & Strategic Contribution</strong> <em>(Senior-level only)</em></p><ul><li>Mentor and train associate advisors, sharing best practices and fostering professional development.</li><li>Lead firm-wide initiatives to enhance client experience and operational efficiency.</li><li>Collaborate with leadership to shape long-term strategy and growth.</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure all client activities comply with regulatory standards and internal policies.</li><li>Maintain accurate documentation of client interactions, financial plans, and investment strategies.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive salary with performance-based incentives.</li><li>Revenue-sharing and goals-based bonuses (senior-level).</li><li>Potential for equity ownership (senior-level).</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership roles and participation in senior management.</li><li>Access to advanced training, industry conferences, and networking opportunities.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-29T14:44:28Z
Tax Manager - Public
  • San Rafael, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
  • 2025-08-22T15:48:44Z
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